See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,569 | $87,870-39.0% | $113,168-52.7% | $74,304-27.9% |
| Participation rate | 52.8% | 70.7%-18.0pp | 76.6%-23.8pp | 60.3%-7.6pp |
| Annual return | 11.65% | 26.44%-14.8pp | 24.27%-12.6pp | 29.43%-17.8pp |
| Employer contribution / active EE | $993 | $2,277-56.4% | $2,975-66.6% | $2,241-55.7% |
| Participant deferral / active EE | $2,456 | $4,241-42.1% | $5,107-51.9% | $3,767-34.8% |
| Admin fee / account holder | $7,640 | $3,368+126.8% | $12,068-36.7% | $2,969+157.4% |